Specialist Services

Company Secretary

Company legislation requires businesses to perform several administration tasks that take up a lot of valuable company time. The last thing you need as a business owner is to be stressed out trying to ensure you comply with the Corporations Law. The possible threat of penalties for failing to keep up with the changing rules is too great a risk to take.

At BTC Financial Services we can relieve this burden for you. Our services include:

General advice on company law

Company formations

Filing annual returns on your behalf

Preparing all documentation related to minutes and resolutions

Maintaining statutory books

Assistance with changes of directors, shareholders, addresses, and office details

Bonus issues

Share transfers

Registered office facility

Please contact us for further information on how we can help you get back to running your business.

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities of life. Knowing your hard-earned assets will be dealt with in the manner you choose provides peace of mind.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will are required to perform a number of duties. At BTC Financial Services we are experienced in estate planning and can guarantee no deviation from the succession plan for your assets.

The areas in estate administration that we can assist with include:

Meeting to discuss objectives for your estate

Confirming assets - Valuations, inventories, and appraisals

Court approval for a grant of administration

Documentation involved in estate planning

Protecting the assets

Paying taxes and debts

Estate distribution

Information Technology

We live in a computerised age where technology enables us to enhance a wide variety of business processes. Using software and hardware effectively can provide enormous benefit to your business.

Train clients to be self-sufficient users of a range of software applications

Offer advice on electronic banking

Whether you are thinking about obtaining new computer hardware or looking at completely changing your business systems, our team is willing and able to assist you.

Rental Property

At BTC Financial Services we have the expertise required to assist you in a variety of areas relating to residential and commercial property.

The services we offer include:

Advice on purchasing a property

Reviews of lease agreements

Advice on funding

Guidance in tax minimisation

Advice on ownership structure

Periodic reviews to ensure returns are maximised

The importance of forecasts in making a residential investment cannot be emphasised enough. We can provide you with forecasts for:

Revenue returns

Financial position

Potential growth

Contact us today for more information on how we can assist you in the business of rental properties!

Succession Planning

To ensure the long-term success of your business, it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business!

Superannuation

As the Government encourages Australians to take responsibility for and reach their financial retirement goals, citizens are repeatedly required to deal with superannuation funds. Self-managed superannuation is a means of saving for retirement. It enables you to control your investment strategy, reduce tax while obtaining tax benefits, and control administration costs.

Superannuation law is a delicate area and personalised planning is required for each individual. The team at BTC Financial Services are superannuation professionals who can assist in establishing a superannuation fund that will effectively enable you to reach your financial retirement goals.

Services we offer include:

Establishing self-managed superannuation funds

Completing information for the Insurance and Superannuation Commissions

Superannuation audits

Advice on compliance matters

Advice on taxation benefits

Advice on employer obligations

Trusts

A trust provides a valuable way to protect the assets you have accumulated for the benefit of others. Our extensive experience with trusts enables us to offer specialist advice on trust formation and ensures all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in trust administration can prove invaluable. We can assist with:

Preparing and executing the vital documentation required for trust formation

Attending to the special requirements involved in reporting for trusts

Completing the trust administration:

Minute-keeping service

Annual accounts

Taxation

Asset management

Investment monitoring

Income distribution

Contact us today to ensure your trust is formed and administered as effectively as possible, covering all legal requirements and guaranteed to fulfill its purpose!